Course description
The law surrounding wills and probate is ever-changing, producing constant new challenges for those who work in this area. One in four probates are now contested, therefore it is important that you are aware of the latest issues that will impact on how you advise your clients.
This webinar is aimed at anyone who prepares wills and advises on administration of estates and inheritance tax.
Presented by leading trainer Julie Bell, the topics discussed will include online applications using MyHMCTS, when paper applications are compulsory, and the reduced reporting requirements for IHT from 1 January 2022. Adding value when no IHT205 is required will also be discussed, along with risks with unpaid IHT, capacity and the ‘golden rule’, what to take into consideration with regard to renouncing, and more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The law surrounding wills and probate is ever-changing, producing constant new challenges for those who work in this area. One in four probates are now contested, therefore it is important that you are aware of the latest issues that will impact on how you advise your clients.
This webinar is aimed at anyone who prepares wills and advises on administration of estates and inheritance tax.
What You Will Learn
This webinar will cover the following:
- Online applications using MyHMCTS - where are we up to?
- Paper applications - when are they compulsory?
- The reduced reporting requirements for IHT from 1 January 2022 - what is involved?
- Adding value when no IHT205 is required
- Risks with unpaid IHT and avoiding penalties
- Hughes v Pritchard, Clitheroe v Bond and Williams v Williams - capacity and the ‘golden rule’
- Richman v WAG Davidson and Co Solicitors - the risk when a professional executor will not renounce
- What to take into consideration with regard to renouncing
- Boast v Balladi - the danger of delusions and draft wills
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...